1According to an exclusive report by HNPCA, on January 30th, the semiconductor industry revealed that Samsung Electronics (KOSDAQ:009150), a well-known listed company in South Korea, plans to supply NVIDIA with FC-BGA products for NV Switch in the second half of this year and has already initiated mass production.
This marks the first time Samsung Electro-Mechanics has delivered FC-BGA products to NVIDIA. The relevant products will be produced at Samsung Electro-Mechanics' Busan factory, and Samsung Electro-Mechanics will become NVIDIA's second supplier in the field of FC-BGA for NV Switch.
- Samsung Motor Busan Factory -
NV Switch is the core hardware of the AI data center platform, enabling multiple NVIDIA GPUs to work together as if they were a single large GPU. The greatest advantage of NVIDIA GPUs lies in their ability to complete the training and inference of large AI models by forming clusters with a large number of GPUs, while NV Switch plays a crucial role as a "high-speed communication channel" between GPUs. In the latest generation of NVIDIA rack systems, a single rack can accommodate up to 18 NV Switches, demonstrating its importance in the overall system.
With Samsung Motor's first entry into the supply chain of NVIDIA AI chip components, which was previously dominated by Japanese companies, its related business expansion is expected to accelerate further. Previously, Japanese companies such as Shinko Electric and Ibiden had long monopolized the supply of high-value-added FC-BGA for NVIDIA's cutting-edge GPU products, "Hopper" and "Blackwell".
The market for substrates used in NVIDIA's high-performance AI chips has extremely high technical barriers, and has long been monopolized by Japanese companies. The supply of NV Switch substrates this time fully demonstrates that Samsung Electronics has reached the world's top level in terms of micro-circuit implementation capabilities and mass production yield stability, and its strategic significance far exceeds the mere order itself.
